[Hiring] Client Relationship Manager @Convera

Role Description

The Client Relationship Manager (CRM) is responsible for managing a portfolio of strategic Financial Institution clients while driving revenue growth, retention, and operational excellence. The role serves as a trusted advisor to clients and an internal advocate for customer success, combining deep expertise in cross-border payments, foreign exchange, operational workflows, and relationship management.

Key Responsibilities:

• Client Relationship Management
  • Own a portfolio of strategic Financial Institution clients.
  • Build and maintain strong relationships with key decision makers and operational stakeholders.
  • Lead regular business reviews and service discussions.
  • Act as the primary escalation point for client issues and service concerns.
  • Develop and execute account strategies to improve retention and grow wallet share.
• Revenue Growth
  • Identify opportunities to increase payment volumes, FX revenue, and product adoption.
  • Monitor client activity and market trends to uncover growth opportunities.
  • Partner with Sales, Partnerships, Product, and Dealers to develop commercial opportunities.
  • Maintain an accurate pipeline and opportunity record in Salesforce.
• Operational Leadership
  • Coordinate internal teams to ensure a seamless customer experience.
  • Manage complex operational, regulatory, contractual, and servicing issues.
  • Drive resolution of client escalations and identify root causes of recurring problems.
  • Monitor client activity for trends, risks, and service improvement opportunities.
• Subject Matter Expertise
  • Develop deep expertise in Convera's payment and FX solutions.
  • Understand the regulatory and operational environments in which Financial Institutions operate.
  • Provide guidance internally on client requirements, servicing models, and industry trends.
  • Support new product launches, migrations, and strategic initiatives.
• Team Leadership & Mentoring
  • Support onboarding and training of newer CRMs.
  • Share best practices and provide coaching across the team.
  • Act as a senior resource and escalation point for complex client situations.
  • Contribute to process improvement initiatives and operating model enhancements.

Qualifications

• 5+ years' experience in relationship management, account management, payments, banking, treasury, fintech, or foreign exchange.
• Experience managing Financial Institution clients or complex B2B relationships.
• Proven track record of revenue growth and account retention.
• Strong commercial acumen and ability to identify growth opportunities.

Requirements

• Exceptional relationship-building and stakeholder management skills.
• Strong problem-solving and analytical capabilities.
• Excellent verbal, written, and presentation skills.
• Ability to navigate complex operational and regulatory environments.
• Self-motivated with strong prioritization and organizational skills.

Success Measures

• Revenue growth against portfolio targets.
• Client retention and satisfaction.
• Product adoption and wallet share growth.
• Effective management of escalations and service issues.
• Contribution to team development and operational improvements.
• Successful execution of strategic account plans.

Benefits

• Health insurance (medical, dental, vision).
• Retirement savings plan.
• Paid time off, holidays, and parental leave.
• Wellness programs and mental health resources.